Some of Our Past Events - And their Key-takeaways

February 18, 2020

Luncheon: SEC Registrations on Hold - Now What?!

Florian Jörg - Bartschi Ltd. & Gregory Walsh - Baker McKenzie

What's going on? Are there any risks for existing Swiss RIAs? And, what can we do as SRIAA to ameliorate the situation?

November 06, 2018

The 50 Shades of Investing

Philip Rauh - responsAbility

Many investors nowadays do not put their focus only on financial return but also on making a social impact with their investments. But what really is impact investing? Philip Rauh answers this and many more questions about this increasingly important topic.

June 04, 2018

Annual SRIAA Compliance Training

Dustin Milne - Milne Legal

Dustin Milne (http://milnelegal.com) has agreed to hold this Compliance Training for SRIAA Members. The training is qualified as the annual training that your staff needs to conduct, and it will be validated by SRIAA accordingly.

May 07, 2017

Securities and Exchange Commission Audit Update

Kristin E. Rice-Gonzalez - Baker & McKenzie

The presentation by Ms. Kristin E. Rice-Gonzalez, Baker & McKenzie LLP, will deliver a critical update to some of the latest developments in regards to SEC regulations and will also refresh some of the topics discussed at last year’s excellent and well-received presentation.

April 10, 2017

Update on Current Tax Law Developments

Matthew Cullen - Sharp Partners

Presentation in regards to the current tax law developments, particularly for U.S. investors by Matthew Cullen, Sharp Partners P.A. Sharp Partners has been advising both domestic and foreign clients on international taxation matters for over 25 years with clients ranging from public companies, to individuals and families.

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